by Gretchen Betts | Feb 21, 2023 | Death, Financial Planning, Magenta Team, Vlog, Wellbeing
Gretchen talks through the approaching tax year end, especially regarding unused ISA and pension allowances. More recently Gretchen has been asked how Magenta can help if a client passes away, whilst it’s not a cheerful topic, Gretchen covers the practical processes...
by Geraldine Strong | Jan 25, 2023 | Magenta Team, Vlog, Wellbeing
Gretchen’s vlog this month covers the recent offsite Team Magenta Workshop, where Company Values and Team Charter were discussed, including tools which can be implemented to deliver a better and more efficient service to enhance our client experience in 2023. Also, a...
by Gretchen Betts | Nov 5, 2022 | Financial Planning, Wellbeing
What does an Annual Planning (review) meeting look like at Magenta? The Annual Planning meeting, or as many clients like to call it – the Review Meeting – is an important date for both clients and your financial planner at Magenta. A lot can happen in a year and...
by Gretchen Betts | Aug 8, 2022 | Lifestyle, Wellbeing
We have such a short time on this earth yet few of us pause to think about how we want to spend that time. That is why a bucket list, a list of everything that you want to be, do, have, and experience in life can really help you live life to the fullest. If you want...
by Gretchen Betts | Jul 11, 2022 | Cash flow, Financial Planning, Lifestyle, Wellbeing
As any parent knows children can be very expensive. Even before a child is born there seems to be more and more costs parents are facing; scans, baby showers and maternity care just to name a few. Parents understand that whilst their children are young, there...
by Gretchen Betts | Jul 4, 2022 | Divorce, Financial Planning, Lifestyle, Money, Wellbeing
Life and the traditions we have adopted over time are changing, and this seems to have been especially amplified over the past few years with change happening faster than ever. We have grown up with the fairy tale story of meeting the person of our dream, moving in...
